Nowadays, looking at the world, the strongest chip foundry companies are nothing more than two, one is TSMC in the mainland Taiwan region, and the other is South Korea's Samsung. However, in recent years, Samsung has also had a big gap compared with TSMC in terms of chip foundry. Although it is said that it will catch up with TSMC, the final result is only to let Samsung sit firmly on the throne of "mouth strong king".
Samsung is most criticized for the touching yield rate, and now, Samsung has once again ushered in a big trouble, that is, Apple and Qualcomm have decided to share their corresponding orders with TSMC. TSMC is undoubtedly full, so what kind of impact will this situation have on TSMC?
Nowadays, Apple, Qualcomm and Samsung are obviously a bit distant, so why does Samsung, which was once a global foundry giant, now become a "spectator"? In the future, is it possible for Samsung to save its declining market reputation?
Apple and Qualcomm orders turned to TSMC
As we all know, the recent fire dragon sent Qualcomm to the cusp of public opinion, and Lu Weibing, vice president of Xiaomi Group, even openly disliked Qualcomm's new Snapdragon this time is a rotten chip. Qualcomm may think that it is a problem for Samsung, so in the near future, Qualcomm is temporarily ready to take this new Snapdragon out of a part to TSMC OEM, and it can be shipped as soon as April this year.
Is Samsung's recent bad news just coming from Qualcomm? It is not, it is said that in terms of Apple FOUNDC orders, TSMC has successfully won all of Apple's 5G RF chip orders with its more advanced process than Samsung, and this TSMC FOUNDRY 5G RF chip may be released on the iPhone 14 that Apple will release this year.
From these news, it is not difficult to see that whether it is Apple or Qualcomm, these companies are gradually separated from Samsung and are gradually moving closer to TSMC. So, in this way, what kind of impact will it have on TSMC?
What is the impact of this on TSMC?
Nowadays, TSMC can be said to have gradually gained the favor of Samsung and Qualcomm, and can undoubtedly "eat enough", such a result, the final impact on TSMC is actually not small. First, as they are more and more favored by Apple and Qualcomm, in the future in the chip foundry market, there is no doubt that they can gain more and more market share, which will undoubtedly bring more and more economic benefits to themselves.
In addition, Samsung in the chip foundry, in fact, the strength is not weak, the market influence it is also not small, now, TSMC in the chip foundry orders almost squeezed away Samsung. Although TSMC itself is stronger than Samsung, that is, in this way, it can undoubtedly show the world TSMC's own strong market competitiveness, which can undoubtedly greatly enhance TSMC's market influence. Under the influence of such a strong market influence, the future will also be of great help to the development of TSMC in the international community.
In short, Apple and Qualcomm have turned the direction of chip orders to TSMC, and for TSMC, the impact is also very positive, so why is the former foundry giant Samsung now gradually falling into such an embarrassing situation as a "spectator" today with the passage of time?
Why has Samsung become a "spectator"?
Why Samsung is facing such a situation, in fact, it is not without reasons, as we all know, in recent years, Samsung has always had the problem of foundry chips, and then the chip finished product yield is low. That is to say, the chips of Samsung OEM will always have small problems in many cases. For example, Qualcomm's Snapdragon 8 Gen 1 uses Samsung's 4-nanometer process. The result? A fire dragon came out of nowhere, and the yield rate was only 35%.
Qualcomm this Snapdragon will appear such a situation, should be related to Samsung FOUNDRy, in the case of Samsung chip yield is so low, Samsung will naturally become a spectator, after all, TSMC foundry strength is so strong, why do Apple and Qualcomm still stare at Samsung?
In addition, in terms of advanced processes, Samsung can be said to have been slowing down TSMC, in 2020, TSMC's 5nm advanced process chips have not only been successfully mass-produced, but also have long been used in related electronic products, in contrast to Samsung? Samsung did not start mass production of 5 nanometers until the second half of 2020. Such facts prove that in the advanced process, TSMC undoubtedly far left Samsung behind. Backward in advanced processes, it is not surprising to be reduced to a "spectator", and it can even be said that it is a matter of sooner or later.
In short, today's Samsung has become an embarrassing position like a spectator, so in the future days, is it possible for Samsung to save its declining market reputation?
Can Samsung save its declining market reputation?
In fact, Samsung is still likely to save its own declining market reputation, why say so? First of all, although Qualcomm's new Samsung OEM Snapdragon chip was complained about, Xiaomi still used this chip on Xiaomi's new model Xiaomi 12Ultra.
Xiaomi's new model is said to have been greatly enhanced in terms of imaging and fast charging, and may give users a better experience in the future. From the perspective of xiaomi's new model, when it is facing the market in the first half of this year, it may be widely accepted and welcomed by the market. With the strong strength of xiaomi's new model, it may not be impossible to recover the negative impact of Qualcomm's Samsung FOUNDRyDragon chip, after all, the chip is the heart of the smart phone.
At the moment when the negative impact of qualcomm's new generation of Snapdragon chip market reputation of Samsung OEM may be salvaged, it is naturally also hoped to save Samsung's own declining reputation.
In addition, on February 22, according to relevant media reports, Samsung Group recently launched an internal investigation into the fact that its own wafer foundry yield rate is so low, it is said that the main direction of the investigation is two, one is where are the funds originally scheduled to improve the yield rate used? The other is that Samsung suspects that it has been deceived by the department below, and suspects that the output report of the foundry below it is fabricated.
Samsung's internal investigation this time is certainly not only an investigation problem, it may not only investigate the problem, but also solve the problem afterwards, after all, if the problem is not solved, is Samsung's launch of this investigation idle? Therefore, in the future, Samsung may not be possible to solve its own problems such as yield rate through this internal investigation, so as to save its declining market reputation.
summary
Samsung has encountered big trouble, Qualcomm, Apple have thrown orders to TSMC, in the moment of Samsung's fall, TSMC can be described as full. Of course, in the future, Samsung may not be able to break this situation, nor may it be impossible to save its declining market reputation. In the end, the competition between Samsung and TSMC will win and who loses, we can only wait and see.